Senior Engineer, Agency Planning and Implementation

Join dualentry as an ERP Implementations Lead specializing in Customer Experience. In this pivotal role, you will spearhead the implementation of our ERP systems, ensuring that our clients receive exceptional service tailored to their needs. Your expertise will guide project teams through the complexities of ERP solutions, driving successful outcomes and enh…

Implementation ConsultantLocation: New York City (Hybrid / 4 days onsite) Reporting to: Vio, Chief Customer Officer Goal: $100M ARR by EOY 2026The MissionAt Fyxer, we recognize that the key to a startup's success lies in the quality and speed of execution. We are on a mission to transform the way the world utilizes email. Your goal will be to enhance our onboarding process significantly. You won't merely be onboarding customers; you'll be accelerating their time-to-value, enabling a $2.2M Net Expansion ARR drive. You'll develop a hybrid AI-human system that allows us to scale to thousands of seats without increasing our workforce.The RoleThis position focuses on the initial phase of the customer journey: onboarding, activation, and time-to-value. You will collaborate closely with Sales and Customer Success leaders to transform new accounts into quick and measurable achievements. You will proactively identify and resolve friction points, ensuring that every customer—from the first to the hundredth seat—is operational before they encounter any doubts.What You Will OwnAchieve 100% activation (connection, activity, and time-saved metrics) within the first four weeks for every account.Design and implement an AI-enhanced onboarding strategy from the ground up to increase our capacity without expanding headcount.Facilitate seamless collaboration between Sales and Customer Success Managers to ensure no friction and immediate expansion opportunities.Oversee a high-velocity pipeline of 10-100 seat projects with the precision expected of a Tier-1 consultant.Who You Are3-5 years of experience in management consulting or rapid-growth SaaS implementation.You don't just utilize AI; you integrate it into your workflow to automate repetitive tasks and concentrate on high-impact activities.You pay close attention to details and foresee obstacles before they arise for the customer.You despise delays. You operate with urgency, understanding that every day without activation is a day lost to churn.The StackHubSpot · Gong · Incident.io — along with any AI tools you bring to the team.Why Fyxer?We are deliberate about our team composition. We believe that a small, exceptional team with intense focus will consistently outperform a larger, bloated organization.Autonomy: We seek individuals who desire ownership and genuinely empower them.Velocity: We value speed and efficiency in execution.

Join our dynamic team at moab as an Implementation Specialist. In this pivotal role, you will spearhead the deployment of our innovative solutions, ensuring our clients achieve seamless integration and optimal performance. You will collaborate closely with cross-functional teams and clients to understand their needs and guide them through the implementation process.

About MoabMoab is revolutionizing the equipment dealer and rental industry by developing a comprehensive, modern software platform tailored for equipment dealers and rental businesses. As a venture-backed startup, we aim to disrupt a long-underserved market dominated by outdated solutions dating back to the 1980s and 1990s.Our goal is to connect all participants in the equipment ecosystem—those who sell, buy, rent, service, or utilize equipment. We are starting with a new system of record for equipment rental businesses, designed to enhance back-office efficiency and boost front-office revenue.At Moab, we pride ourselves on our small, dynamic team of passionate professionals. We are looking for team members who are not only willing to take on hands-on tasks but who can also think creatively about broader strategies. If you thrive in a collaborative environment and are eager to make a tangible impact for our customers and the business, you will find ample opportunities for career growth in our meritocratic culture, which emphasizes individual and team development.About the RoleThe Implementation Manager will play a critical role in overseeing the complete training and implementation processes that allow Moab to onboard new customers effectively. We are seeking a proactive individual to lead training initiatives, manage implementations, and ensure customer success at ground level.This position requires balancing rapid execution with structured processes to meet aggressive growth and efficiency goals. You will often be expected to perform at the level of someone two ranks above you (such as meeting with CEOs) as well as below (like handling customer support inquiries). This role is tailored for those who are driven to take action.What You’ll DoDesign and deliver both virtual and in-person training sessions for new customers.Travel 10-50% of the time, depending on the month.Oversee and facilitate user training and support throughout the implementation lifecycle.Simultaneously manage multiple implementation phases.Create comprehensive training and implementation plans, coordinating virtual and in-person sessions with customers.Build strong relationships with customers, ensuring their success during the onboarding process.

About the RoleWe are seeking an enthusiastic Implementation Manager to lead our customers through the onboarding process and help them achieve initial value swiftly. As the primary customer liaison, you will manage onboarding for a diverse range of clients from small to medium businesses (SMB) to enterprises. You will collaborate closely with our Customer Success, Operations, and Product teams to craft tailored onboarding plans, remove obstacles, and keep each implementation on track. This position is perfect for individuals with a background in consulting, services, or operations who are comfortable engaging in technical discussions, excel in customer-facing roles, and thrive in a dynamic software startup setting.Key ResponsibilitiesManage Customer Onboarding: Oversee the entire onboarding process from kickoff to go-live, ensuring a rapid time-to-first-value.Act as the Customer Advocate: Build strong relationships with stakeholders, conduct status calls, set clear expectations, and communicate effectively about trade-offs.Resolve Blockers: Proactively identify and troubleshoot issues to ensure a smooth onboarding experience.Translate Customer Needs: Convert complex customer workflows into straightforward, actionable requirements for both technical and non-technical teams.Project Management: Effectively manage timelines, risks, dependencies, and stakeholder alignment across multiple accounts simultaneously.Technical and Operational Insight: Understand data flows, integrations, and workflows to diagnose and resolve issues efficiently.Drive Continuous Improvement: Enhance onboarding templates, checklists, and processes; identify patterns to inform product and process innovations.Collaborate with Internal Teams: Work closely with Customer Success, Product, Engineering, and Operations for seamless delivery and handoff post-launch.

Join Our Team as an Implementation Lead at Silna HealthYour Opportunity AwaitsAt Silna Health, we're experiencing remarkable growth, and we're on the lookout for a talented Implementation Lead to guide the customer journey from pre-sale technical demonstrations to successful pilot deployments. This crucial role will empower you to convert our innovative technology into significant value for healthcare providers while establishing efficient and scalable implementation processes.Reporting directly to our COO, you will oversee the entire implementation lifecycle, design deployment workflows, and drive measurable outcomes for our clients. This position is perfect for someone who thrives in a dynamic environment, excels in stakeholder management, and tackles complex challenges with a strategic mindset.Your Key ResponsibilitiesImplementation Excellence & StrategyLead end-to-end pilot implementation from contract signing to go-live, managing timelines and gathering success metrics.Facilitate pre-sale technical demonstrations to highlight platform capabilities and assist in closing deals.Craft scalable deployment workflows and continuously improve implementation processes.Develop reporting frameworks and analyze metrics to foster data-driven enhancements.Spot automation opportunities to optimize implementation and expand operations.Building Strong RelationshipsDrive change management across clinical, IT, and administrative stakeholder groups.Translate complex technology into practical value through clear communication and effective training.Foster strong partnerships with customers to ensure successful adoption of our solutions.Collaborate with Engineering, Product, and Operations to troubleshoot issues and ensure successful launches.Represent implementation needs during cross-functional planning and strategy sessions.Business AcumenUnderstand healthcare provider workflows and align our solutions with their operational challenges.Gain comprehensive knowledge of customer success factors and implementation priorities.Anticipate potential roadblocks during implementation and proactively devise solutions.

As the Director of Implementations at arch.co, you will play a pivotal role in ensuring the successful deployment of our innovative solutions. This strategic leadership position requires a blend of technical expertise and project management skills to guide our teams in delivering exceptional service to our clients. You will be responsible for overseeing the implementation process from inception to completion, ensuring adherence to timelines and quality standards.Your leadership will foster collaboration across departments and enhance our capabilities in delivering seamless integrations and solutions that meet client needs. Join us in shaping the future of technology implementations and driving client success.

About Clarion Clarion is working to remove barriers in healthcare access. Today, medical professionals face an overload of calls, faxes, and scheduling demands. Patients often struggle to get timely care, which leads to staff burnout and lost revenue for clinics. The problem isn’t a lack of care, it’s a lack of capacity. Clarion’s AI-driven platform supports the entire patient journey. From appointment scheduling and rescheduling to managing referrals and prescription refills, our technology handles complex workflows and delivers interactions that feel natural to patients. We’ve raised $5.5 million from investors including Accel, Y Combinator, and Sequoia (Scout). Our founders bring experience from Ophelia, Medallion, and Counsel Health. Based in New York City, our team is moving quickly to improve healthcare access for all patients. Why Work With Us? Solving real problems: Our work impacts millions of patients and healthcare providers. Clarion’s AI agents outperform human schedulers, freeing up teams to focus on care. Proven traction: Clarion has grown revenue 10x in the past year and manages millions of interactions for clients, from virtual clinics to a major $5 billion health insurer. Experienced leadership: Our co-founders know healthcare deeply. The CEO is a physician trained at Stanford and Harvard with clinical operations expertise. The CTO is a former Amazon Alexa engineer who led AI/ML teams at Salesforce. Early-stage impact: Every team member shapes our company’s direction, processes, and culture. In-person collaboration: We work together at our NYC office. This focus on in-person teamwork helps us move faster, build strong relationships, and maintain a unified culture. What You Will Do Lead implementations from start to finish: Manage customer deployments from kickoff through go-live. Run discovery sessions, collect scheduling rules and clinic workflows, build project plans, track timelines, and coordinate with engineering and client teams to deliver on schedule. Own non-technical implementation tasks: Gather and organize client inputs to keep the implementation process smooth and aligned with customer needs. Location This role is based in our New York City office. In-person collaboration is a core part of our culture.

dualentry is hiring a Director of ERP Implementations in New York City. This leadership position manages the full lifecycle of ERP projects for clients, with a focus on operational efficiency and aligning technology with business needs. Key Responsibilities Guide a team of ERP specialists through each stage of implementation, from planning to rollout. Coordinate with cross-functional departments to allocate resources and keep projects on track. Collaborate directly with clients to understand their goals and adapt ERP solutions to their workflows. Use strategic thinking to spot areas for process improvement and introduce new approaches within client organizations. Prioritize delivering clear value and strong results for customers. Who Thrives Here This role suits leaders with experience in ERP project management who enjoy working closely with both internal teams and clients. Success comes from strong communication, a focus on outcomes, and the ability to adapt solutions to varied business needs.

About BleeAt Blee, we are revolutionizing traditional workflows that typically rely on spreadsheets and emails by introducing AI-driven software that enhances organizational collaboration to achieve compliance requirements more efficiently and transparently. We are proud to support thousands of active users from numerous enterprise-level clients on both pledged and paid long-term contracts. Our leadership team comprises professionals from prestigious organizations such as Adobe, Chime, PayPal, AWS, Wachtell, Harvard Law, and Columbia Law.We have developed the first platform designed to address the unique challenges our customers encounter from start to finish. The ideal candidate for Blee will not only be a natural problem solver but will also relish the opportunity to uncover the specific needs of our users, many of whom are experiencing a product like Blee for the first time.Our team operates from our downtown San Francisco office, with an additional location opening soon in New York City, while the majority of our staff is distributed between the Bay Area and NYC.The RoleWe are seeking an Implementation Manager who thrives at the intersection of technical complexities and customer relations. You will be responsible for overseeing end-to-end enterprise implementations from the signed contract to the platform go-live, collaborating closely with legal and marketing teams at some of the world's largest organizations.What You'll DoOwn complete enterprise implementations – Manage the process from contract signing to platform launch for legal and marketing teams.Conduct stakeholder mapping – Identify executive sponsors, key users, potential blockers, and champions within each client's organization.Build and manage implementation project plans – Establish milestones, assign owners, and set a weekly status cadence.Scope and sequence deployment – Determine the order of rollout across departments, regions, and use cases.Coordinate technical integrations – Oversee SSO, data flow configuration, API setup, and security reviews in collaboration with customer IT teams.Navigate organizational dynamics – Manage competing priorities among stakeholders to unblock implementation milestones and sustain project momentum.Create implementation-specific documentation – Develop configuration documents, initial training materials, and runbooks to support the rollout process.

As an Implementation Manager at Asana, you will play a pivotal role in driving the successful adoption of our platform among clients. You'll leverage your project management skills to guide teams in implementing Asana's solutions effectively, ensuring clients achieve their desired outcomes. This role offers the opportunity to work closely with cross-functional teams and contribute to the overall success of our client relationships.

Join our dynamic team as an Implementation Associate at via, where you will play a crucial role in ensuring the seamless deployment and integration of our innovative transportation solutions. In this position, you will collaborate with cross-functional teams to deliver exceptional service to our clients and assist in the optimization of our operational processes.

PermitFlow is revolutionizing the construction landscape in America. As a leader in applied AI, we empower builders nationwide by addressing critical information challenges in the industry: understanding what can be built, where, and how. Our innovative AI-driven solutions assist the most dynamic construction companies with navigating the complexities of permitting, licensing, inspections, and project completions, thereby accelerating the development of housing, clean energy, and vital infrastructure.Despite the construction industry being valued at $1.6T, it continues to face significant setbacks, including delays, wasted resources, and missed opportunities. PermitFlow has already facilitated remarkable speed, precision, and transparency in over $20B worth of developments, enabling contractors to minimize compliance timelines, mitigate risks, and grow confidently.With the U.S. poised to enter a new capital expenditure supercycle across sectors such as data centers, manufacturing, housing, and renewable energy, joining PermitFlow means contributing to the AI infrastructure that underpins every construction initiative, driving the next wave of industrial advancement.Having secured over $90M in funding, including our recent Series B round, we have the support of esteemed investors like Accel, Kleiner Perkins, Initialized, Y Combinator, Felicis, and Altos Ventures, alongside endorsements from leaders at OpenAI, Google, Procore, ServiceTitan, Zillow, PlanGrid, and Uber.

About RebarAt Rebar, we are pioneering a revolutionary operating system tailored for commercial HVAC, electrical, and plumbing suppliers and subcontractors. Our innovative quoting product has achieved remarkable growth, completing thousands of quotes weekly, and doubling our revenue just six weeks into 2026. With the backing of a $14M Series A from top construction technology investors, we are embarking on an exciting growth phase and are in search of a Client Experience Leader to elevate our Client Success initiatives.You will collaborate directly with the Client Success, Product, and Sales teams to enhance the onboarding experience for both new and existing clients. We are on a mission to transform the $250 billion HVAC industry with our AI-native software, bringing modern tools to an industry that has seen little innovation. This is an exceptional opportunity to join us at the forefront of this change.The RoleWith a strong product-market fit established, we are now scaling our client onboarding processes for more complex implementations as our software and client base expand. We are seeking a Director of Implementation & Onboarding to help redefine this essential function.You will oversee the entire implementation process, ensuring that clients are operational as swiftly as possible, tailored to their specific needs. This role entails developing repeatable processes and playbooks while leading a team that delivers thoughtful and consultative implementations, adapting to each client's unique operations and driving meaningful results.Leading a team of Implementation Managers with deep mechanical engineering expertise, you will balance structure with the necessary flexibility to meet client needs. Collaborating closely with Client Success, Product, Sales, and Engineering, you will work to eliminate obstacles and scale onboarding as we grow.What You’ll DoOversee and expand the end-to-end implementation and onboarding function.Develop and implement repeatable workflows, playbooks, training programs, and systems while accommodating highly customized client implementations.Define and operationalize onboarding across areas such as organizational setup, workflow design, product configuration, and user training.Lead and nurture a team of onsite and remote Implementation Managers.Coach domain experts and translate their insights into scalable processes.Collaborate with Sales and Client Success on handoffs and implementation scoping.Work closely with Product and Engineering to identify and resolve friction points, ensuring a seamless onboarding experience.

Join Our Dynamic Team at ArchArch is a cutting-edge Series B financial technology company dedicated to streamlining the management of private investments. Our platform enhances accessibility, comprehension, and the overall investing experience across various asset classes.With private investments—such as venture capital, hedge funds, and private equity—constituting approximately 25% of the investment landscape, we recognize the challenges faced by investors, advisors, banks, families, and fund managers who often rely on cumbersome spreadsheets, scattered file systems, and overflowing email inboxes. This process is not only tedious but also prone to errors, inconsistent reporting, and lost data. That’s where Arch comes in.Our platform consolidates standardized data, documents, and insights, eliminating the need to navigate countless portals. We are committed to saving investors time while empowering them to make informed decisions that lead to superior financial outcomes.As a rapidly growing team of over 200 professionals serving more than 400 clients—including some of the nation’s largest banks and financial institutions—we have consistently doubled our company size each year since our inception. We are excited to expand our team across all departments as we continue to scale.Position Overview: Manager, Client ImplementationsWe are seeking a talented Manager to lead our Client Implementation team. In this role, you will be responsible for building a high-performing team and overseeing enterprise-level implementations. Your responsibilities will include managing high-visibility projects, developing talent through clear objectives and coaching, and ensuring cross-functional collaboration to achieve measurable client outcomes.Key Responsibilities:Lead and mentor a team of Client Implementation Specialists and Operations Associates, establishing clear goals and fostering a collaborative, results-driven culture.Oversee the implementation of Arch for large enterprise clients, ensuring that deployments are customized to meet client objectives in coordination with internal and external teams.Collaborate closely with Sales, Product, and Support teams to align client requirements with product capabilities and project deliverables, ensuring seamless execution and project success.Champion continuous improvement initiatives by identifying opportunities for automation, process optimization, and best practices that enhance efficiency and client satisfaction.Create and manage project plans that translate client needs and timelines into clear milestones, ensuring timely and high-quality delivery.

Location: Our offices are located in New York City (mid-town) and Atlanta, with potential for remote work.About Us:At ClarityPay, we are transforming the point-of-sale credit landscape to enhance merchant value. Our fintech firm, situated in the bustling cities of NYC and Atlanta, specializes in delivering customizable credit solutions to large merchants. We tackle intricate credit challenges with agility, precision, and insightful strategies—leveraging our extensive expertise alongside cutting-edge technology to achieve superior results consistently.Our partners depend on us to elevate their customer service, foster growth, and cultivate loyalty. Our core values shape our actions: we prioritize merchants, embrace data-driven decisions, understand the reasons behind our actions, commit to continuous learning, and collaborate as a cohesive team. This clarity of vision propels our dedication to providing outstanding customer experiences at speed and scale.Role Overview:We are looking for a Client Implementation Director to spearhead the implementation of new and existing partners, encompassing merchants, platforms, and strategic alliances. You will be accountable for managing the complete implementation lifecycle from enrollment to rollout, ensuring our partners are fully operational, compliant, and poised for funding at launch.In this pivotal role, you will act as the main executor with partners and internal stakeholders. Responsibilities include overseeing product configuration, technical integration, operational readiness, risk and compliance adherence, funding workflows, and all tasks necessary to activate a program. This position is essential for scaling ClarityPay’s partner network while ensuring speed, quality, and regulatory compliance.

Why join usAt Brex, we are revolutionizing the way companies manage their spending with our AI-driven spend platform. We empower businesses of all sizes, from ambitious startups to established enterprises, to confidently handle their finances through integrated corporate cards, banking solutions, and global payment options. Our intuitive software streamlines travel and expense management, enabling organizations like DoorDash, Flexport, and Compass to gain control over their expenditures, cut costs, and enhance efficiency on a global scale.Joining Brex means pushing your boundaries, challenging conventional thinking, and collaborating with some of the industry's brightest talents. We are dedicated to cultivating a diverse workforce and fostering an inclusive culture where your potential is only limited by your aspirations. We provide you with the necessary tools, resources, and support to elevate your career.Implementation at BrexOur Implementation team is pivotal in transforming new clients into proficient users of the Brex Empower platform. We oversee the onboarding process for businesses transitioning from outdated systems to a modern, employee-centric approach. This multifaceted role requires a blend of customer empathy, project management skills, technical knowledge, process design expertise, and change management capabilities. We take personal responsibility for the long-term success of our clients, ensuring that they are thoroughly equipped to enjoy a lasting partnership with Brex. As strategic advisors, we build trust, tackle challenges with determination, deliver swift results, and collaborate across teams to ensure a smooth adoption experience for our customers.What you’ll doIn the role of Enterprise Implementation Consultant, you will act as a strategic partner for our largest clients, guiding them through a successful implementation of the Brex platform. You will function as a hybrid coach, project manager, and product specialist, focusing on driving product adoption, delivering continuous business value, and assisting clients in transforming their financial workflows.Where you’ll workThis position is based in our New York City office, operating within a hybrid work model that combines the vibrancy of in-office collaboration with the flexibility of remote work. Currently, we require a minimum of two coordinated days in the office each week, specifically Wednesday and Thursday. Starting February 2, 2026, this will increase to three days in the office—Monday, Wednesday, and Thursday. As an additional benefit, you will also have the opportunity to work remotely for up to four weeks each year!ResponsibilitiesLead and manage end-to-end global enterprise implementations and launches, including scoping customer outcomes, developing project plans, and mobilizing resources.

Join the City of New York as a Language Access Implementation Manager, where you will play a crucial role in ensuring equitable access to city services for non-English speaking residents. This dynamic position will require you to lead initiatives, collaborate with diverse teams, and implement effective strategies aimed at enhancing language accessibility across various departments.

Role overview Adonis seeks a Senior Implementation Manager to join the Client Experience team in New York City. This position bridges advanced AI agent solutions with the practical demands of enterprise Revenue Cycle Management (RCM). The ideal candidate brings significant experience in RCM workflows or hands-on knowledge of Electronic Health Record (EHR) systems such as Athena or Epic. Key responsibilities Manage a portfolio of enterprise clients, each with unique challenges and objectives. Guide clients from initial engagement through post-implementation, ensuring adoption of AI agents delivers measurable value and return on investment. Collaborate with client executives and internal teams to translate technical features into effective RCM solutions. Oversee all phases from contract signing to product delivery, coordinating with Product and Engineering to meet customer requirements through orchestration, data modeling, and agent criteria. Maintain strong client relationships to ensure smooth delivery across RCM teams and C-suite stakeholders. Work closely with Customer Success Managers to lead kick-off meetings, tie ROI to client motivations, and refine internal playbooks for improved customer experience. Address obstacles with creativity and respond quickly to changing client needs. Lead the implementation of Adonis's AI-powered solutions for large physician groups, focusing on outcomes for both clients and the company. Develop a deep understanding of Adonis's agentic technology while learning each client's RCM workflows and standard operating procedures. Guide clients in designing, configuring, and adopting AI workflows, collaborating with CSMs and solution designers to create and validate RCM processes that deliver results. Requirements Experience in implementation or deployment, particularly within Revenue Cycle Management or with EHR systems such as Athena and Epic. Strong project management skills and the ability to work collaboratively with both technical and executive stakeholders. Comfort working independently and resolving problems as they arise.